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Harbor Asset Planning’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Harbor Asset Planning’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
6,628
+35
+0.5% +$2.58K 0.37% 61
2026
Q1 		$482K Buy
6,593
+34
+0.5% +$2.52K 0.41% 55
2025
Q4 		$468K Buy
6,559
+34
+0.5% +$2.44K 0.4% 57
2025
Q3 		$479K Buy
6,525
+31
+0.5% +$2.27K 0.43% 57
2025
Q2 		$473K Buy
+6,494
New +$470K 0.45% 54

Other funds holding SPLV

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GF
Genworth Financial Glen Allen, Virginia $486M AUM 19.32% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Harbor Asset Planning's SPLV Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 0.53% in Q2 2026, buying an estimated $2.58K and bringing the position to 6,628 shares worth $496K. The position accounts for 0.37% of the portfolio, ranked #61.

Harbor Asset Planning first reported a position in SPLV in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold SPLV as of Q2 2026.

  • Harbor Asset Planning held 6,628 shares of Invesco S&P 500 Low Volatility ETF worth $496K as of Q2 2026.
  • Harbor Asset Planning bought 35 Invesco S&P 500 Low Volatility ETF shares in Q2 2026, an estimated $2.58K.
  • Invesco S&P 500 Low Volatility ETF made up 0.37% of Harbor Asset Planning's portfolio in Q2 2026, its #61 holding.
  • Harbor Asset Planning first reported a position in Invesco S&P 500 Low Volatility ETF in Q2 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.